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Experience Different. PEAK Reps, LLC is a holding company for PEAK Brokerage Services (independent broker-dealer), Blackridge Asset Management (registered investment adviser) and Top Advisors Group (insurance marketing agency). The founding group ascrbie to an entrepreneurial, collaborative spirit where advisors encourage and assist one another to achieve their full potential.

Regina Rudnick

Executive Vice President

Award Category
Broker-Dealers (Fewer Than 1000 Advisors): Practice Management
Broker-Dealers (Fewer Than 1000 Advisors): Thought Leadership
Initiative
PEAK Stay Connected: Virtual Advisor Meeting series

Nothing stops our PEAK Family from supporting one another! While circumstances dictate that we modify our behaviors, we will be together in a virtual environment – sharing marketing ideas, learning new technologies and expanding business opportunities. Earlier this year, we administered an advisor survey to gauge interest (very high) and solicit topics addressing current client-facing issues and strategies. As a result, we acted immediately to launch PEAK’s Stay Connected Virtual Advisor Meeting Series, hosted every other week at a specified day and time. As the name implies, we believe it is critically important for our advisors to stay connected and up-to-date with the opportunities and resources available – from within the PEAK family and beyond.

Resources
LIBRARY
PEAK Stay Connected: Virtual Advisor Meeting Library
Experience Different. Gain access to our library of Stay Connected webinars hosted by top producers.
VIDEO
A Refreshing Approach
An open-minded approach to Compliance can lift your marketing efforts!
WEBINAR
Social Media Bootcamp Webinar
Active users discuss how they use various social media platforms to build a strong digital presence.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

Registration